National Managing Director
CurrentLeads the Private Wealth and Everyday Steward divisions of Blue Trust. Responsible for driving excellent client service and growth throughout the firm’s sixteen offices across the U.S.
Dec 2022 - Present
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Kerry A. Mallory Email & Phone Number
Sr. Private Wealth Advisor helping clients make better financial decisions, live generously, and leave a lasting legacy.
at
Blue Trust
1 work email found
@ronblue.com
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Sr. Private Wealth Advisor helping clients make better financial decisions, live generously, and leave a lasting legacy.
Location
Atlanta, Georgia, United States
Who is Kerry A. Mallory? Overview
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Quick answer
Kerry A. Mallory is listed as Sr. Private Wealth Advisor helping clients make better financial decisions, live generously, and leave a lasting legacy. at Blue Trust, based in Atlanta, Georgia, United States. AeroLeads shows a work email signal at ronblue.com and a matched LinkedIn profile for Kerry A. Mallory.
Kerry A. Mallory previously worked as National Managing Director at Blue Trust and Sr. Private Wealth Advisor at Ronald Blue Trust. Kerry A. Mallory holds Mba from The Wharton School Of Business.
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Email format at Blue Trust
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kmallory@ronblue.com
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Profile bio
About Kerry A. Mallory
For 18 years I've been an experienced advisor to clients and their families, helping them make better financial decisions, live generously, and leave a lasting legacy. My goal is to walk through each season of life as your trusted advisor to help you have clarity and confidence around your finances so that you can focus on the things that matter most--like growing a business or pursuing a career, spending more time with children or grandchildren, enjoying retirement, or giving generously to favorite causes.If you want help in making wise financial decisions, I can advise you in areas such as: managing cash flow, growing assets while decreasing debt, overseeing investment portfolios, working toward financial independence, planning for retirement, developing tax-efficient estate and strategic giving plans, helping with special needs beneficiaries, managing trust assets, and settling your estate.I’d love to use my technical expertise and biblical wisdom to help!All the best,Kerry
Listed skills include Investment Management, Retirement Planning, Financial Planning, Estate Planning, and 28 others.
Current workplace
Kerry A. Mallory's current company
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8 roles · 26 years
Kerry A. Mallory work experience
A career timeline built from the work history available for this profile.
Sr. Private Wealth Advisor
CurrentRonald Blue Trust advisors apply biblical wisdom and technical expertise to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. With nearly $13 billion in assets under advisement and a nationwide network of 16 offices, we offer comprehensive financial services and objective advice to more than 9,500 clients across the wealth spectrum in all 50 states.* Our services include:• Financial, retirement, and estate… Show more Ronald Blue Trust advisors apply biblical wisdom and technical expertise to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. With nearly $13 billion in assets under advisement and a nationwide network of 16 offices, we offer comprehensive financial services and objective advice to more than 9,500 clients across the wealth spectrum in all 50 states.* Our services include:• Financial, retirement, and estate planning• Investment management• Cash flow and budget planning• Charitable giving strategies• Personal trust and estate settlement• Business consulting services• Family Office• Professional Athlete services• Institutional services• Retirement plan consulting *As of 12/31/22 and subject to change Show less
Apr 2014 - Present
Regional Managing Director - East Coast
Jan 2021 - Dec 2022
Sales Manager Of Ga/Sc Private Wealth Management Group (Senior Vice President)
Mar 2012 - Feb 2014
Private Banking Area Executive (Senior Vice President)
Apr 2005 - Feb 2012
Area Manager Of Mortgage Banking For Central Alabama (Vice President)
May 2003 - Mar 2005
Management Consultant
2001 - 2003
~2 yrs
Business Banking Relationship Manager (Vice President)
Amsouth Bank
Jul 1994 - Jul 1999
2 education records
Kerry A. Mallory education
FAQ
Frequently asked questions about Kerry A. Mallory
Quick answers generated from the profile data available on this page.
What company does Kerry A. Mallory work for?
Kerry A. Mallory works for Blue Trust.
What is Kerry A. Mallory's role at Blue Trust?
Kerry A. Mallory is listed as Sr. Private Wealth Advisor helping clients make better financial decisions, live generously, and leave a lasting legacy. at Blue Trust.
What is Kerry A. Mallory's email address?
AeroLeads has found 1 work email signal at @ronblue.com for Kerry A. Mallory at Blue Trust.
Where is Kerry A. Mallory based?
Kerry A. Mallory is based in Atlanta, Georgia, United States while working with Blue Trust.
What companies has Kerry A. Mallory worked for?
Kerry A. Mallory has worked for Blue Trust, Ronald Blue Trust, Regions Bank, Amsouth Bank, and Bain And Company.
How can I contact Kerry A. Mallory?
You can use AeroLeads to view verified contact signals for Kerry A. Mallory at Blue Trust, including work email, phone, and LinkedIn data when available.
What schools did Kerry A. Mallory attend?
Kerry A. Mallory holds Mba from The Wharton School Of Business.
What skills is Kerry A. Mallory known for?
Kerry A. Mallory is listed with skills including Investment Management, Retirement Planning, Financial Planning, Estate Planning, Budgeting, Asset Allocation, Succession Planning, and Risk Management.
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